About

I help financial professionals increase the impact of their writing on clients and prospects. I write and edit white papers, articles, and investment commentary for leading investment and wealth management firms. I'm the author of Financial Blogging: How to Write Powerful Posts That Attract Clients. I have spoken on ''How to Write Investment Commentary that People Will Read'' across the U.S. and Canada for the CFA Institute because I enjoy training financial professionals to write better. Earlier, I was director of investment communications at Columbia Management Group, a trustee at Batterymarch Financial Management, and a staff reporter for a weekly mutual fund publication. I know how to use language as a financial professional and a journalist. Articles that I have written, edited or ghostwritten have appeared in Advisor Perspectives, Boston Globe, Bottom Line/Personal, CFA Magazine, Financial Planning, Louis Rukeyser's Mutual Funds, Wealth Manager, and other national publications. I've also published essays in national publications including The Washington Post, The Christian Science Monitor, and The Boston Globe.